Contrarian take: VCs are incentivized to preach doomsday scenario in markets. They’ll get to see which of their portcos are viable, and prices will go down across the board. So all might not be as bad as it seems.
That said: smart companies are getting efficient, fast
I think "wunderkind" is a bit of a stretch, but always great to reconnect with @gspitzner and talk about the future of financial services!
Episode 16 of the "Wealth Management v2.0: The AdviceTech Revolution" video podcast with wunderkind @andersjones CEO of @FacetWealth fresh off their $100mm Series C round is LIVE.
Click here for the video, show notes and transcript:
wealthconsultingpartners.com…
The more that our executive team gels, the more we start to talk like each other (using the same idioms and figures of speech). Interesting leading indicator of team cohesion
Anders Jones retweeted
Hire a financial planner instead of buying a financial plan.
The distinction is critical.
When investing, it's more important to emphasize process over outcome. When operating, it's more important to emphasize outcome over process
Second order trade with SF exodus to Miami: long American Airlines, short United Airlines.
Also interesting to think about what happens to Latin America as a market for tech products, and market for talent...
It’s amazing how much value has been created with mediocrity. And conversely how much brilliance has never gotten off the ground
Fun to have a conversation with the @vntrlab team about entrepreneurship, virtual work, and the future of financial planning!
⚡️Check out our #FounderFriday conversation with @andersjones, Co-founder and CEO of @FacetWealth !
xitter.cf/i/moments/132148662084…
Hey! Great to be here. I'm the co-founder and CEO of @FacetWealth, a fin-tech company that helps people live better financial lives. Also a proud #WEMBA41 alum!
Q1: Hi @andersjones! First off, can you tell us a little bit about who you are and what you do? #venturelabchat
Today, @FacetWealth announced that we are committing $145k and creating a scholarship for African American CFP candidates, in partnership with @CFPBoard. It's a small step towards a more inclusive industry. finance.yahoo.com/news/cfp-b…
Great to spend some time with @craigiskowitz discussing the future of wealth management on #ItzOnWealthTech. Glad to be on the right side of history @FacetWealth
#ItzOnWealthTech Ep. 55: Why Investors Are Getting Screwed by AUM Pricing w/ @AndersJones
@FacetWealth @apexclearing @benchmark @box
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Hypothesis: private market investors know a lot more about the public markets than public market investors know about private markets
Always happy to share some good news! We’re happy to be doing our part to help folks live a better financial life in the face of increased uncertainty.
.@FacetWealth is gaining between 70 and 100 new clients per week as people seek advice from financial planners. #finance #baltimore #money bizjournals.com/baltimore/ne…
Looking forward to spending some time with the @MichiganRoss gang tomorrow!
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Very proud that @FacetWealth was named #6 best #fintech company to work for by @finplan! (our office dogs think so too...) financial-planning.com/list/…
Great to talk with @mattreiner about the state of the industry and what we’re up to @FacetWealth. And he did some impressive research on my background and hobbies...
Creator, innovator, outsider, and leader, CEO and co-founder of @facetwealth @andersjones joins me on this episode of #BridgingTheGap. We discuss everything from #tech to financial services to open our eyes to a different perspective. bit.ly/2SmKEXJ #finance
Anders Jones retweeted
Last week @andersjones sat down with @johnsiracusa from the #BankOnItPodcast to talk revolutionary financial planning, Baltimore, and why he pays attention to how often we all hang out after work. Peel back the Facet curtain here: bit.ly/2vvcWaF












